Our BUILD: Protection sessions help you cover a good chunk of your IDD requirement while learning something useful. We’ll bring you the latest trends and a mix of topics from the protection world, so it’s more than just ticking the CPD box - you’ll walk away with real insights. With a range of speakers offering fresh takes on protection and insurance planning, you might even find yourself enjoying it (and yes, maybe even feeling good about those IDD requirements).
In this session, Adrian Bates - Senior Protection Specialist - will explore ways to approach and position the legacy conversation with your clients - an important but often overlooked part of protection planning. He’ll discuss how Whole of Life policies can be used effectively in inheritance tax (IHT) planning and how to demonstrate their true long-term value to clients. Along the way, Adrian will share practical ideas and strategies you can apply in your own client conversations.
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In this webinar we’ll introduce the need for business protection and discuss why it's so important to help businesses build the resilience to mitigate the financial damage done by the death of owners and key employees. By looking at the demographics and trading styles of UK businesses we’ll explore the ways in which we can effectively communicate to owners the need for cover, before looking at the specific business protection products themselves. LV= Business Protection policies come with a range of fantastic member benefits and value-added services which we’ll cover, along with our range of support services for the business which can help you get cases over the line.
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